990 Tracker

Can you add a feature where we can import/export the Rental Income detail by address on the 990-T's Schedule A, Part I, Line 7? It would greatly reduce manual data entry and help for our clients with a large portfolio of rental properties.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the e-file area, an email is required in the Engagement Manager field. We would like to have that linked to the signer drop-down and add a fiel...

The 2021 CO112 form is generating a NOL schedule, but it references line 18, instead of Line 17, and it doesn't list the years the NOLs were generated.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The officers reported on Schedule J, Part II are not in the order of from highest compensation to the lowest, but the ordering on Part VII is corr...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Since we've started filtering the donor floor on Sch. B, we can also take it one step further and tie Sch. B donor information into the excess con...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Print the name of the facility instead of/ in addition to the number/letter of the facility is printing on Schedule H, Part V How will this idea h...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every calculated or read only locked field allows the option of overriding it to enter your own value How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It is not possible currently on the CT 990T to manually make an overpayment be added to line 9a in order for a refund to carry forward to a future...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Linking up the ability to extract & report on IRS XML data into a report. How will this idea help you and potentially others? Understanding ho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When a change in accounting period is reported under basic data, it is added per the XML but it does not print on the PDF copies of the return. We...